Anna M. OchoaAnna M. OchoaExecutive DirectorWealth Advisor
Awards and Industry Recognition
Barron's
About Anna
Anna M. Ochoa is a Wealth Advisor at J.P. Morgan Wealth Management.
As a member of The Meyers Group, Anna plays an important role in assisting ultra-high-net-worth individuals and their families with a range of wealth management needs, including specialized transactions, trading, simple and complex lending and derivatives/ hedging strategies.
Anna's extensive investment banking experience allows her to bring a particular insight to client matters and to deliver a comprehensive suite of bespoke opportunities and scenarios, utilizing the full capabilities of the firm. She forges long-term relationships by understanding clients' objectives and establishing recommendations for achieving those goals. She has broad experience working with company founders and C-suite executives to achieve liquidity, asset diversification and, where needed, focused hedging strategies.
In a career that spanned 25 years at Credit Suisse, Anna has differentiated her services by combining her Wall Street experience in equity derivatives, restricted stock, 10B5-1 plans and managing a lending team focused on ultra-high-net-worth clients with a broad global mandate to meld the personal and professional wealth management needs of the sophisticated clients she serves. She joined J.P. Morgan's New York City office in 2023 to give her clients exposure to the firm's robust product breadth, stability and fortress balance sheet. Interested in supporting the professional journey of others, she has headed training programs for new hires and interns and is an active mentor for junior colleagues.
Anna is a graduate of Dartmouth College and earned her B.A. in Government with a minor in Art History.
Anna splits her time between New York City and Eastern Long Island. In the city, she serves as president of her condominium board and is responsible for its management and finances. As an HGTV devotee, she works on home improvement and organization projects for herself and friends. In addition, Anna enjoys snowboarding, running, fine art and photography.
Insights
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December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
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December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now